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IWD vs SCHV

iShares Russell 1000 Value ETF

IWDANYSE Arca

Schwab U.S. Large-Cap Value ETF

SCHVANYSE Arca

Overlap

Expense ratio

SCHV −0.14pt a year

IWD0.18%SCHV0.04%

Avg volume · 30D

SCHV 1.6×the volume

IWD2.01MSCHV3.17M

10Y return · a year

IWD +0.3pt

IWD+11.9%SCHV+11.6%

IWD vs SCHV Performance

Oct 29, 2021 – Oct 30, 2026

+72.9%IWD+63.8%SCHV

Oct 29, 2021 to Oct 30, 2026. IWD +72.9%. SCHV +63.8%. Use the arrow keys to read each point.−20%0%20%40%Oct 2021Apr 2024Oct 2026
Expense ratio
IWD 0.18%
SCHV 0.04%, better
Fund size
IWD $83.2B
SCHV $15.7B
1Y total return
IWD +28.4%, better
SCHV +22.1%
Yield (12M)
IWD 1.37%
SCHV 1.81%, better
Holdings
IWD 874
SCHV 568
Avg volume (30D)
IWD 2.01M sh
SCHV 3.17M sh, better
NAV per share
IWD $258.68
SCHV $34.62
52W range

ETF.net Grade

IWD: Cost 59, Risk 79, Mission 100, Tradability 96, Holdings 42, Durability 82. SCHV: Cost 96, Risk 68, Mission 88, Tradability 95, Holdings 59, Durability 68.
Pillar letters and Scores for IWD, SCHV, with each pillar’s weight
PillarIWDSCHV
Cost30% weightB59A96Higher
Mission25% weightA100HigherA88
Risk15% weightA79HigherB68
Tradability15% weightA96HigherA95
Holdings10% weightC42B59Higher
Durability5% weightA82HigherB68

Rank among US Value Index funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. IWD and SCHV are both graded against the same 40 US Value Index funds, so their Grades compare head to head.

US Value Index⁠

Category · 40 funds
See all 40 ›

SCHV ranks 1st and IWD 4th of 40 funds in the US Value Index Category.

  1. Rank 1ASCHVSchwab U.S. Large-Cap Value ETFScore 84
  2. Rank 2AVTVVanguard Morningstar Value ETFScore 83
  3. Rank 3AIUSViShares Core S&P U.S. Value ETFScore 81
  4. Rank 4AIWDiShares Russell 1000 Value ETFScore 77
  5. Rank 4AVOEVanguard Morningstar Mid-Cap Value ETFScore 77

Our read on each fund

ETF.net Research

IWDAiShares Russell 1000 Value ETF

SCHVASchwab U.S. Large-Cap Value ETF

In short

IWD The original Russell 1000 Value tracker, live since 2000 and still one of the most traded ways to own the value half of US large caps. Roughly 900 stocks, followed closely, at a price that reflects the plumbing.

SCHV No data

Stated mandate

IWD The fund seeks to track an index of U.S. large- and mid-cap stocks that may be undervalued relative to comparable companies.

SCHV No data

Why people hold it

  • IWD Follows the Russell 1000 Value Index closely, one of the tightest index-following records among US value funds.
  • About 900 large- and mid-cap names, so no single stock or sector drives the result.
  • Trading since 2000 and actively traded, it is among the easier value ETFs to move in and out of, in size.

SCHV No data

Worth knowing

  • IWD At 0.18% a year, it costs more than several broad value rivals (VTV 0.03%, SCHV 0.04%, IUSV 0.04%). The extra buys the Russell index and the trading depth.
  • Holding roughly 900 names out of a 1,000-stock parent index, the value tilt is wide and mild, not a concentrated deep-value bet.ishares.com
  • Distributions land quarterly, and the amount rides on what the underlying companies pay.

SCHV No data

Full IWD profile⁠

Full SCHV profile⁠

IWD vs SCHV Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

IWD vs SCHV Cost

Overpaying IWD vs SCHV

$2,900

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • IWD 0.18%

    $3,749

  • SCHV 0.04%

    $849

$10,000
30 years

Cost over time

  • IWD 0.18%
  • SCHV 0.04%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$1K$2K$3K$4K051015202530IWD $3,749SCHV $849

Year by year

YearIWDSCHVOverpaying
10$328$73$255
20$1,281$288$993
30$3,749$849$2,900

Expense ratio

  • 0.18%IWD
  • 0.04%SCHV, cheaper
  • Middle half of US Value Index funds
  • Median 0.20%

SCHV 3rd cheapest of 40 funds

IWD 16th cheapest of 40 funds

IWD vs SCHV Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
IWD 1.37%
SCHV 1.81%, better
Payout (12M)
IWD $3.53
SCHV $0.63
Last payment
IWD $0.93
SCHV $0.16
Ex-dividend
IWD Sep 15, 2026
SCHV Sep 23, 2026
Paid on
IWD Sep 18, 2026
SCHV Sep 28, 2026
Frequency
IWD Quarterly
SCHV Quarterly

Distribution history

Per share, 2017 to 2026, same scale for both

IWDQuarterly · 39 paymentsAll IWD payments⁠
One bar per payment. 39 payments from 2017 to 2026 YTD. Mar 24, 2017 $0.58; Jul 6, 2017 $0.72; Sep 26, 2017 $0.66; Dec 21, 2017 $0.64; Mar 22, 2018 $0.68; Jul 3, 2018 $0.72; Sep 26, 2018 $0.79; Dec 17, 2018 $0.83; Mar 20, 2019 $0.67; Jun 17, 2019 $0.70; Sep 24, 2019 $0.82; Dec 16, 2019 $1.15; Mar 25, 2020 $0.79; Jun 15, 2020 $0.70; Sep 23, 2020 $0.72; Dec 14, 2020 $0.60; Mar 25, 2021 $0.61; Jun 10, 2021 $0.59; Sep 24, 2021 $0.81; Dec 13, 2021 $0.72; Mar 24, 2022 $0.70; Jun 9, 2022 $0.64; Sep 26, 2022 $0.93; Dec 13, 2022 $0.98; Mar 23, 2023 $0.76; Jun 7, 2023 $0.63; Sep 26, 2023 $0.99; Dec 20, 2023 $0.96; Mar 21, 2024 $0.77; Jun 11, 2024 $0.70; Sep 25, 2024 $1.02; Dec 17, 2024 $0.98; Mar 18, 2025 $0.80; Jun 16, 2025 $0.84; Sep 16, 2025 $0.90; Dec 16, 2025 $1.02; Mar 17, 2026 $0.82; Jun 15, 2026 $0.76; Sep 15, 2026 $0.93. Use the arrow keys to read each point.$0$12017202020232026YTD
SCHVQuarterly · 40 paymentsAll SCHV payments⁠
One bar per payment. 40 payments from 2017 to 2026 YTD. Mar 20, 2017 $0.10; Jun 19, 2017 $0.10; Sep 18, 2017 $0.11; Dec 18, 2017 $0.12; Mar 16, 2018 $0.11; Jun 26, 2018 $0.12; Sep 25, 2018 $0.13; Dec 12, 2018 $0.14; Mar 20, 2019 $0.13; Jun 26, 2019 $0.13; Sep 25, 2019 $0.14; Dec 12, 2019 $0.21; Mar 25, 2020 $0.14; Jun 24, 2020 $0.12; Sep 23, 2020 $0.22; Dec 10, 2020 $0.13; Mar 24, 2021 $0.10; Jun 23, 2021 $0.12; Sep 22, 2021 $0.12; Dec 8, 2021 $0.14; Dec 30, 2021 $0.0023; Mar 23, 2022 $0.11; Jun 22, 2022 $0.13; Sep 21, 2022 $0.13; Dec 7, 2022 $0.15; Mar 22, 2023 $0.13; Jun 21, 2023 $0.13; Sep 20, 2023 $0.14; Dec 6, 2023 $0.16; Mar 20, 2024 $0.13; Jun 26, 2024 $0.15; Sep 25, 2024 $0.14; Dec 11, 2024 $0.17; Mar 26, 2025 $0.14; Jun 25, 2025 $0.15; Sep 24, 2025 $0.15; Dec 10, 2025 $0.17; Mar 25, 2026 $0.14; Jun 24, 2026 $0.16; Sep 23, 2026 $0.16. Use the arrow keys to read each point.$0$12017202020232026YTD

IWD vs SCHV Risk

Fall from peak · 5 years

  • IWD
  • SCHV
Oct 29, 2021 to Oct 30, 2026. Worst fall: SCHV −19.8% · Sep 2022. Use the arrow keys to read each point.−20%−15%−10%−5%0%Oct 2021Apr 2024Oct 2026

Risk facts

VolatilityStd dev, 3 years
IWD 12.1%SCHV 11.9%, better
Return per unit of riskSharpe ratio, 3 years
IWD 1.42, betterSCHV 1.31
Worst fallMax drawdown, 5 years
IWD −19.0%, betterSCHV −19.8%
Market sensitivityBeta, 5 years
IWD 0.85SCHV 0.76

IWD and SCHV in the news

All news⁠

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